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Integra LifeSciences Holdings Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $0.410 |
| EPS actual | $0.540 |
| EPS Surprise | 31.71% |
| Revenue estimate | 381.81M |
| Revenue actual | 391.918M |
| Revenue Surprise | 2.65% |
| Release date | Feb 26, 2026 |
| EPS estimate | $0.790 |
| EPS actual | $0.83 |
| EPS Surprise | 5.06% |
| Revenue estimate | 429.626M |
| Revenue actual | 434.925M |
| Revenue Surprise | 1.23% |
| Release date | Oct 30, 2025 |
| EPS estimate | $0.430 |
| EPS actual | $0.540 |
| EPS Surprise | 25.58% |
| Revenue estimate | 429.62M |
| Revenue actual | 402.062M |
| Revenue Surprise | -6.41% |
| Release date | Jul 31, 2025 |
| EPS estimate | $0.430 |
| EPS actual | $0.450 |
| EPS Surprise | 4.65% |
| Revenue estimate | 414.308M |
| Revenue actual | 415.605M |
| Revenue Surprise | 0.313% |
Last 4 Quarters for Integra LifeSciences Holdings
Below you can see how IART performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $13.14 |
| EPS estimate | $0.430 |
| EPS actual | $0.450 |
| EPS surprise | 4.65% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $13.11 |
| Jul 28, 2025 | $13.10 |
| Jul 29, 2025 | $12.86 |
| Jul 30, 2025 | $12.37 |
| Jul 31, 2025 | $13.14 |
| Aug 01, 2025 | $12.31 |
| Aug 04, 2025 | $12.56 |
| Aug 05, 2025 | $12.73 |
| Aug 06, 2025 | $12.37 |
| 4 days before | 0.229% |
| 4 days after | -5.86% |
| On release day | -6.32% |
| Change in period | -5.64% |
| Release date | Oct 30, 2025 |
| Price on release | $11.81 |
| EPS estimate | $0.430 |
| EPS actual | $0.540 |
| EPS surprise | 25.58% |
| Date | Price |
|---|---|
| Oct 24, 2025 | $16.12 |
| Oct 27, 2025 | $15.93 |
| Oct 28, 2025 | $15.56 |
| Oct 29, 2025 | $15.43 |
| Oct 30, 2025 | $11.81 |
| Oct 31, 2025 | $12.01 |
| Nov 03, 2025 | $11.49 |
| Nov 04, 2025 | $11.30 |
| Nov 05, 2025 | $11.40 |
| 4 days before | -26.74% |
| 4 days after | -3.47% |
| On release day | 1.69% |
| Change in period | -29.28% |
| Release date | Feb 26, 2026 |
| Price on release | $11.33 |
| EPS estimate | $0.790 |
| EPS actual | $0.83 |
| EPS surprise | 5.06% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $12.21 |
| Feb 23, 2026 | $11.76 |
| Feb 24, 2026 | $11.53 |
| Feb 25, 2026 | $11.59 |
| Feb 26, 2026 | $11.33 |
| Feb 27, 2026 | $11.38 |
| Mar 02, 2026 | $10.43 |
| Mar 03, 2026 | $10.56 |
| Mar 04, 2026 | $10.39 |
| 4 days before | -7.21% |
| 4 days after | -8.30% |
| On release day | 0.441% |
| Change in period | -14.91% |
| Release date | May 05, 2026 |
| Price on release | $13.22 |
| EPS estimate | $0.410 |
| EPS actual | $0.540 |
| EPS surprise | 31.71% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $10.08 |
| Apr 30, 2026 | $10.54 |
| May 01, 2026 | $10.95 |
| May 04, 2026 | $10.65 |
| May 05, 2026 | $13.22 |
| May 06, 2026 | $14.00 |
| May 07, 2026 | $13.56 |
| May 08, 2026 | $13.92 |
| May 11, 2026 | $13.97 |
| 4 days before | 31.15% |
| 4 days after | 5.67% |
| On release day | 5.90% |
| Change in period | 38.59% |
Integra LifeSciences Holdings Earnings Call Transcript Summary of Q1 2026
Integra reported a strong Q1 2026: revenue of $392M (reported +2.4%, organic +1.3%) and adjusted EPS of $0.54, both above the high end of prior guidance. Management reiterated full-year revenue guidance of $1.66B–$1.70B and raised full-year adjusted EPS guidance to $2.40–$2.50 (a $0.10 increase) driven by a favorable tariff outcome and improved execution. Gross margin expanded to 64.1% (up 190 bps YoY) and adjusted EBITDA margin improved to 19.4%; operating cash flow for the quarter was $9.8M and net debt stood at $1.6B with leverage of 4.1x (target 2.5–3.5x by year-end 2026).
Operational and strategic highlights: leadership change with Stuart Essig resuming CEO duties (retaining Chairman role) and appointment of Mike McBreen as Chief Commercial Officer to strengthen commercial focus; ongoing Compliance Master Plan and remediation work with improving supply reliability; Braintree facility start of production expected by end of June and SurgiMend relaunch planned by year-end; PMA submissions/approvals for SurgiMend and DuraSorb anticipated in 2027. Tissue Reconstruction was the growth engine in Q1 (organic +6.4%), led by Integra Skin, DuraSorb and PriMatrix; Specialty Surgery was roughly flat organically with pockets of strength in neurosurgery and capital equipment (CUSA).
Reimbursement and market dynamics: recent CMS outpatient skin-substitute reimbursement changes primarily affect outpatient markets (only ~10% of Integra’s wound-reconstruction revenue), while ~90% of wound-reconstruction revenue is inpatient and not impacted. Management believes Integra’s portfolio is well positioned competitively under the new reimbursement framework.
Financial posture and priorities: company expects sequential revenue step-up through the year (Q2 above Q1, Q3 roughly in-line with Q2, Q4 stronger), full-year gross margin target ~62.5% with quarter-to-quarter variability, continued focus on transformation and margin improvement, and an explicit near-term priority on debt reduction and leverage normalization before pursuing larger M&A (any future M&A would be in-core markets). Management emphasized disciplined, customer- and execution-focused commercial rollout as supply normalizes and previously pulled products are methodically relaunched.
